The fact that these deals happen, and the fact that a small company can't get them, feels like the tax equivalent to the net neutrality debate.

Big guys can afford the transaction costs of preferential treatment, small guys have to get by like everyone else. In both cases the provider is a government-backed monopoly. You can port the net neutrality arguments to this issue with a simple term substitution. All I am saying that if someone is 'for' net neutrality, it's hard to be 'against' tax neutrality.

Having said that, in a world where these deals happen, Tesla is right to extract the best deal they can, regardless of what would be the global optimum.